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Alan Gilmore

@Private Wealth Management Group, Llc

Latest period2024 - Q3ReportedManaged Assets$253.228MTotal holdings1498
Assets growth rate9.7%Assets growth rate (2-Q avg)7.14%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Management Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1498 positions.

Assets under management

The assets under management (AUM) of Private Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.228M in assets, with a quarterly growth rate of 9.7% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DRQDril-quip Inc
Recent Activity
Exited
0%
$1,860
100 shares@ $18.6 avg price
NRCNational Resh Corp
Recent Activity
Exited
0%
$1,768
77 shares@ $22.97 avg price
CRSRCorsair Gaming Inc
Recent Activity
Exited
0%
$1,701
154 shares@ $11.05 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$1,629
27 shares@ $60.34 avg price
PATHUipath Inc
Recent Activity
Exited
0%
$1,547
122 shares@ $12.69 avg price
LOGCContextlogic Inc
Recent Activity
Exited
0%
$1,508
264 shares@ $5.72 avg price
MGRCMcgrath Rentcorp
Recent Activity
Exited
0%
$1,492
14 shares@ $106.58 avg price
AMPLAmplitude Inc
Recent Activity
Exited
0%
$1,487
167 shares@ $8.91 avg price
CMCOColumbus Mckinnon Corp N Y
Recent Activity
Exited
0%
$1,451
42 shares@ $34.55 avg price
ALRMAlarm Com Hldgs Inc
Recent Activity
Exited
0%
$1,398
22 shares@ $63.55 avg price